Our Team

Our Team

At Guglielmetti Asset Management, we help people work toward the goals they cherish—and we love doing it. Every day, there's yet another opportunity for us to help turn a client's dream into reality. Seeing the relief and confidence in our clients' faces when they realize their money is working effectively for them. Hearing from them that they can sleep easier because they're not worrying so much about the future. We love getting postcards from clients who are on their dream vacations and just wanted to say “hi.” We have got the best jobs in the world!

We hope you'll give us the chance to help you target your dreams.

Steven T. Guglielmetti, RFC

Steven Guglielmetti is a Registered Financial Consultant (RFC) with more than 25 years of industry experience. He graduated magna cum laude from Western Michigan University's Hayworth College of Business. His post-graduate work includes completing the CERTIFIED FINANCIAL PLANNERTM professional education program through the College for Financial Planning (not currently certified) and the Retirement Income/Distribution Program through the University of Pennsylvania's Wharton School of Business. In addition to his educational accomplishments, Steve has received numerous professional acknowledgments and accolades and has been recognized by multiple national investment firms for excellence in the delivery of financial advice, service, and consulting. He is an active member of the Financial Services Institute and has consistently qualified for the Million Dollar Round Table*. Steve is a registered representative with Commonwealth Financial Network®. (Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.) He is securities-registered in 20 states and carries the following securities registrations: Series 6, 7, 63, and 66. He is also insurance licensed for Life, Long-Term Care, and Variable Contracts. Steve maintains offices in Troy, Michigan, and Lithia, Florida.

Steve, his wife, Diana, and their two sons, Anthony and Ryan, reside in Michigan and in Florida. Steve enjoys spending time with family, friends, and clients. An avid golfer, he also enjoys biking, swimming, hiking, and working out.

Steven T. Guglielmetti​ is proud to have been recognized as a Summit Club advisor for 2017—a distinction based on annual production that places him among the top 23 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Steven T. Guglielmetti is proud to have been recognized as a Vista Club advisor for 2016—a distinction based on annual production that places him among the top 29 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Steven T. Guglielmetti is proud to have been recognized as a Summit Club advisor for 2015—a distinction based on annual production that places him among the top 23 percent of advisors affiliated with Commonwealth Financial Network.

Steven T. Guglielmetti is proud to have been recognized as a President's Level advisor—a distinction attained by just 13 percent of advisors affiliated with Commonwealth Financial Network during 2014.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology,go to fivestarprofessional.com. 1836 Detroit wealth managers were considered for the award; 356 (19.3% percent of candidates) were named 2017 Five Star Wealth Managers.

*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit https://www.mdrt.org/.

Sheryl Martin

Sheryl Martin joined Guglielmetti Asset Management in 2005 and brings 20 years of customer service experience to the team. Sheryl has her associate's degree from Macomb Community College and has attended countless programs in the areas of customer service and client satisfaction. Sheryl is the "Goodwill Ambassador" within the office and strives to effectively communicate with clients to nuture life long relationships. Her unparallelled compassion for others and commitment to excellence in all areas of endeavor is immediately evident by all who meet her. To effectively assist clients when and where necessary, Sheryl is a notary public of the state of Michigan.

Sheryl, her husband, Paul, and their two daughters, Amanda and Rebecca, reside in Macomb, Michigan. When not at work, Sheryl enjoys spending quality time with family, friends, and her two black Labs, Bella and Minnie.

This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, IL, IN, KS, MA, MI, MO, MT, NC, NV, NY, OH, TN, TX, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency.